Keep deals moving from proposal to signature
Reps send branded proposals that pre-fill from your CRM, with e-signature and payment in the same link.
You see which proposals buyers are reading, so follow-up lands at the right time.
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What changes when reps send proposals in Qwilr
Mapped to the measurables your sales team is rated on.
Proposals go out while the deal is warm
Reps build from a template that pre-fills from the CRM, and the buyer signs in the same link instead of an email chain of attachments.
Follow-up based on what buyers read
Reps get an email when a buyer first opens the proposal and see time spent on each section, so they follow up on what the buyer cared about.
Reps spend less time on admin
Proposals pre-fill from your CRM, and signature and payment sit in the same link, so reps spend their time on the deal instead of the document.
The proposal at each stage of the deal
Four points in a deal where the proposal does more work than a PDF attachment.
After the discovery call
Build the branded proposal while the call is still warm. CRM data fills the basics, such as customer name, contact, deal value and line items, so reps add the value proposition and pricing.
The proposal can reach the buyer the same day. CRM integrations cover HubSpot, Salesforce, Pipedrive, Zoho CRM and Microsoft Dynamics 365.
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In the buyer's hands
Branded proposals the buyer scrolls and interacts with: embedded video they play, and optional items and quantities they choose themselves.
Reps don't have to pre-decide the package, because the buyer can select the options that fit and see the total update.
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In the silence after send
Reps get an email the first time a buyer opens the proposal, then see how long they spend on each block.
That reading activity shows what the buyer cared about, so the follow-up call starts in the right place.
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At the close
Quote, e-signature and payment sit in the same branded link, so the buyer signs and pays without leaving the page.
QwilrPay (powered by Stripe) takes a deposit or partial payment as a flat amount or a percentage, by card, Apple Pay, Google Pay or bank payments such as ACH, BECS and SEPA, depending on country.
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Why sales teams prefer Qwilr
Three things come up when teams weigh up alternatives, and Qwilr handles all three for most mid-market sales teams.
Get to the buyer's inbox first
CRM pre-filled proposals sent the same day
- The template loads with the customer name, deal value and line items
- Reps add the value proposition and pricing
- Quoting happens inside the proposal, without a separate quoting system
Reps sending from the first week
Reps use it because it's faster than the workaround they had
- Reps start from the templates you set up
- There's no certification course before the first send
- Admins keep control of templates and locked blocks through rollout
A proposal reps are proud to send
A proposal that matches the quality of the pitch
- Branded, interactive web pages instead of PDF attachments
- Video, images and pricing the buyer can adjust
- Optional items and quantities the buyer chooses themselves
How LaunchNotes doubled their close rate
LaunchNotes is a product communication platform in the United States, 11 to 50 staff, selling to companies considerably larger than itself.
Templates made proposals quick to produce. Putting a short form of the terms inside the quote block meant one signature covered the price, the terms and the package together.
"We've developed proposal templates, which helps us generate proposals incredibly fast now. But it's not just about speed. The professional look and feel of each Qwilr template helps amplify us well beyond our size."
Blake Ziolkowski, Sales Manager at LaunchNotes
Read the LaunchNotes story
Templates the team can run on
Brand-quality, pre-built and ready to send. Reps start from something the buyer will engage with.
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Make the case internally
For your finance team
"What does this cost, and what does it replace?"
Pricing is per user.
The line that tends to land with most CFOs is what comes off the bill once Qwilr comes on: the separate e-signature tool, the separate invoicing and payment workflow, and the manual CRM updates the team does now.
For your Ops team
"Will we have to govern it?"
Operators set the templates, brand kit and locked blocks, and reps tailor inside those lines. There's no dev project to maintain, and no deal-desk bottleneck for standard proposals.
For IT and security
"Will procurement clear this?"
Qwilr is SOC 2 Type II certified, GDPR ready and PCI DSS compliant on payment through Stripe, with SAML SSO available.
The native integrations replace custom dev work, so once the rollout is done the IT team isn't left owning a build.
For your sales reps
"Is this just another tool we have to learn?"
There's no certification programme or formal training to get through.
Reps tend to pick Qwilr up quickly because it replaces the document tool, the separate e-signature tool and the separate invoice workflow they used before.
Frequently asked questions
Sales proposal software lets sales teams build, send and track proposals as branded web pages instead of PDFs or Word documents. Sales leaders, account executives and SDR teams use it so the buyer can read, adjust pricing, sign and pay in one link, while the rep sees which sections the buyer read. Our comparison of interactive proposals and PDFs shows the difference in practice.
A rep working from a connected CRM and a saved template can send a proposal on the same day as the first sales call. Deal data fills the basics, the template carries the structure, and the rep tailors the value proposition and pricing. Qwilr connects with the main CRMs, listed on the integrations page.
AEs get an email the first time a buyer opens the proposal, and every proposal reports time spent on each block. That shows which sections held the buyer's attention and which they skipped. The analytics page covers what's tracked.
Yes. Marketing or ops set the brand kit and lock the blocks that need to stay consistent, and only admins can edit templates. Reps tailor the open areas, such as the value proposition, pricing, line items and optional items. Reps don't need a creative request to send a quality proposal, and marketing doesn't need to review every send.
Yes. QwilrPay (powered by Stripe) sits in the same branded page as the signed agreement, so the buyer signs and pays without leaving the proposal. It can take a deposit or partial payment as a flat amount or a percentage. Payment methods include cards, Apple Pay, Google Pay and bank payments such as ACH, BECS and SEPA, depending on country, as covered on the payments page.
Sales teams tend to point to the buyer experience, since a Qwilr proposal is an interactive web page with pricing the buyer can adjust. They also point to engagement tracking block by block, and to having quote, e-signature and payment in one link. DocuSign covers the signature step on its own. The Qwilr vs PandaDoc comparison goes into the detail, and there are similar pages for Proposify and DocuSign.